HH

Hilltop Holdings Portfolio holdings

AUM $1.56B
1-Year Est. Return 20.2%
This Quarter Est. Return
1 Year Est. Return
+20.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$752M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$14.5M
3
+$11.5M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$10.6M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.89M

Top Sells

1
+$28.7M
2
+$10.5M
3
+$9.5M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.63M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$8.39M

Sector Composition

1 Technology 12.42%
2 Healthcare 5.98%
3 Financials 4.77%
4 Industrials 4.08%
5 Energy 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$304K 0.04%
235
-20
377
$297K 0.04%
4,491
378
$296K 0.04%
3,414
-3,902
379
$293K 0.04%
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380
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15,097
381
$290K 0.04%
4,576
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382
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384
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23,550
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385
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386
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+2,263
387
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388
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2,980
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-15
390
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391
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396
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398
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32,448
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399
$270K 0.04%
12,061
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400
$269K 0.04%
10,158
-7,926
14 15
16
17 18